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JPMorgan Global High Yield Bond Fund Inclusive - Class A - Accumulation (GBP)

Sell:116.20p Buy:116.20p Change: 1.30p (1.11%)
Prices as at 25 September 2020
Sell:116.20p
Buy:116.20p
Change: 1.30p (1.11%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Prices as at 25 September 2020
Sell:116.20p
Buy:116.20p
Change: 1.30p (1.11%)
Prices as at 25 September 2020
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »

Our view on the sector

The yields on offer from high-yield bonds have proven attractive in a low interest rate environment. They now offer less value than they once did. But we still think there are attractive opportunities for those prepared to look. Funds in this sector invest mainly in 'high yield' or 'non-investment grade' bonds. These are issued by companies thought to be less able to pay off their debts so they offer higher yields to compensate for the extra risk. High-yield bonds have tended to perform better when economic growth is strong because companies generally find it easier to pay their debts. But they are riskier and sometimes perform more like shares than investment grade bonds. Funds in this sector could be a good addition to a diversified portfolio invested to generate income.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

24/09/15 to 24/09/16 24/09/16 to 24/09/17 24/09/17 to 24/09/18 24/09/18 to 24/09/19 24/09/19 to 24/09/20
Annual return 6.81% 6.25% 1.99% 4.53% -0.25%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Information about the fund

Fund manager biography

manager photo
Manager Name: Robert Cook
Manager start date: 1 July 2005
Manager located in: New York

Robert L. Cook, managing director, is the global head of the High Yield team in the Global Fixed Income, Currency & Commodities (GFICC) group.Based inIndianapolis, he is the lead portfolio manager and is responsible for overseeing high yield total return strategies, sub-advised mutual fund assets and absolute return credit products.  Rob is also a member of the Global Fixed Income Macro Strategy Team.  Prior to joining the firm in 2004, Rob spent ten years at 40|86 Advisors, most recently as co-head of the Fixed Income investment process, responsible for managing high yield total return assets and directing credit research.  Previously, he worked at PNC Bank's investment banking division in Pittsburgh, where he was involved with syndicated loans, M&A, private placements and structured products.  Rob holds a B.S. in finance from Indiana University, is a member of the Indianapolis Society of Financial Analysts, and is a CFA charterholder.

manager photo
Manager Name: Tom Hauser
Manager start date: 1 July 2005
Manager located in: New York

Thomas Hauser, managing director, is a member of the Global Fixed Income, Currency & Commodities (GFICC) group. Based inIndianapolis,he is the co-lead portfolio manager within the High Yield Fixed Income Team and is responsible for overseeing high yield total return strategies, sub-advised mutual fund assets and absolute return credit products.  Prior to joining the firm in 2004, Thomas was at 40|86 Advisors, most recently serving as a co-portfolio manager on three mutual funds and as the co-head of the Collateralized Bond Obligation (CBO) Group.  Previously, Thomas worked at Van Kampen Investments co-managing several high yield mutual funds and leading the high yield trading desk.  Thomas holds a B.S. in finance from Miami (Ohio) University, is a member of the Indianapolis Society of Financial Analysts, and is a CFA charterholder.

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account